Holocene Advisors LP Boosts Stake in AT&T Inc. $T

Holocene Advisors LP grew its holdings in shares of AT&T Inc. (NYSE:T) by 3.1% in the 3rd quarter, Holdings Channel reports. The fund owned 7,206,768 shares of the technology company’s stock after acquiring an additional 213,601 shares during the period. Holocene Advisors LP’s holdings in AT&T were worth $203,519,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Front Row Advisors LLC purchased a new position in AT&T in the second quarter valued at about $25,000. Mountain Hill Investment Partners Corp. increased its holdings in AT&T by 363.7% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock worth $25,000 after purchasing an additional 702 shares during the last quarter. GGM Financials LLC purchased a new stake in AT&T during the 3rd quarter worth approximately $25,000. Cloud Capital Management LLC acquired a new position in shares of AT&T in the 3rd quarter valued at approximately $31,000. Finally, Kilter Group LLC acquired a new position in shares of AT&T in the 2nd quarter valued at approximately $32,000. 57.10% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Arete Research raised shares of AT&T from a “sell” rating to a “neutral” rating and set a $28.00 price target for the company in a research report on Tuesday, March 10th. Morgan Stanley cut their price target on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a report on Wednesday, December 10th. KeyCorp reiterated an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. Williams Trading set a $32.00 price objective on shares of AT&T in a report on Thursday, January 29th. Finally, Loop Capital set a $29.00 target price on shares of AT&T in a research report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $30.35.

AT&T Stock Performance

T stock opened at $27.73 on Monday. The stock’s 50 day simple moving average is $26.31 and its 200 day simple moving average is $26.28. AT&T Inc. has a 12-month low of $22.95 and a 12-month high of $29.79. The firm has a market cap of $194.15 billion, a P/E ratio of 9.09, a P/E/G ratio of 1.04 and a beta of 0.39. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00.

AT&T (NYSE:T) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The firm had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. During the same quarter in the previous year, the company posted $0.43 earnings per share. The firm’s revenue was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, equities research analysts predict that AT&T Inc. will post 2.14 EPS for the current year.

Key Stories Impacting AT&T

Here are the key news stories impacting AT&T this week:

• Positive Sentiment: Management unveiled a $250 billion multi-year plan to upgrade AT&T into an essential AI-era connectivity platform, led by Jeff McElfresh — a long-term growth narrative that supports higher revenue opportunity from enterprise AI, edge and hyperscaler connectivity. Meet the executive behind AT&T’s $250 billion bid to become essential AI infrastructure
• Positive Sentiment: AT&T reiterated aggressive fiber and 5G expansion goals (including plans discussed publicly to reach many millions of locations by 2030), which investors view as positioning the company to capture AI-driven connectivity demand and higher-margin enterprise services. AT&T Inc. (T) Plans Major Fiber Expansion to 60 Million Locations by 2030
• Positive Sentiment: AT&T launched refreshed consumer wireless plans (Unlimited Your Way®) aimed at value and mix‑and‑match flexibility, a move that could stabilize gross adds and ARPU retention vs. rivals. AT&T Launches New Wireless Plans – Giving Customers More Value
• Positive Sentiment: An analyst upgrade (Arete to Neutral) and a $28 price target cited the company’s copper switch-off and improved cost profile, providing near-term technical/valuation support for the stock. Arete Upgrades AT&T (T) on Copper Switch-Off, Sets $28 Price Target
• Neutral Sentiment: AT&T completed a CAD‑denominated long‑term debt offering (CAD$1.25B at 4.50%), signaling continued access to capital markets to fund the buildout but also adding to its debt maturity profile. AT&T Completes CAD-Denominated Long-Term Debt Offering
• Negative Sentiment: Investors are also weighing the scale and near-term cost of the $250B pledge — hiring, capex and execution risk could depress free cash flow and require sizable financing over years, which is a headline risk if revenue/efficiency gains lag. AT&T commits $250 billion investment to upgrade US telecom infrastructure for the AI era

AT&T Profile

AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.

AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.